HomeMy WebLinkAbout01-25-13NOTICE OF INHERITANCE TAX ~ ~ ~ pennsyLvania
BUREAU OF INDIVIDUAL TaxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (12-12)
HARRISBURG PA 17128-0601
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~' EST~I~TE OF LAWRENCE MARIA R
5 ti 2 DATA OF DEATH 01-07-2012
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NUMBER 21 12-0095
DOUGLAS G MILLER ~
~OUN~Y CUMBERLAND
60 W POMFRET ST f"' '~
~ ~: a; ACN 101
APPEAL DATE: 03-22-2013
C A R L I S L E P A 17 013 - 3 2 ~~ "~ ' t ~ ~ ~ R ~ -.
3 F~ t s-;: ~ ~ ~ _ (See reverse side under Ob/'ections
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MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS f--
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REV-1547 EX AFP (12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAWRENCE MARIA RFILE N0.:21 12-0095 ACN: 101 DATE: 01-21-2013
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~l) 131,200
00
2. Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
~2) ,Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
c4)
00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule .
tax payment.
E) (5) 75, 610.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 21 , 988.99
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 228,798.99
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 17,94 8 91
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 91 ,590. O1
11. Total Deductions
12. Net Value of Tax Return X11) 109,538.92
C12) 119, 260.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax C13) .0 0
(14) 119,260.07
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .0 0 x 0 0 =
0 0
16. Amount of Line 14 taxable at Lineal/Class A rate .
(16) 119.?60 07 x 045 =
5,366
70
17. Amount of Line 14 at Sibling rate .
C17) [l0 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate .00
C18) .0 0 X 15 =
0 0
19. Principal Tax Due .
TAX CREDITS: c19)= 5, 366.70
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
11-02-2012 CD016730 00
. 5,366.70
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-03-2012 TOTAL TAX PAYMENT 5,366.70
BALANCE OF TAX DUE .00
INTEREST AND PEN. 11.44
TOTAL DUE 11.44
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. UE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.